Calendar MOD009AUC

Access

• PM Administration → Master Data → Calendar

Information

• PLANTA supports the use of several calendars.
• In order to create calendars, the following decisions and information must be available:
  • Project time window: How far into the future do you want to plan?
  • When do statutory, regional or company holidays occur throughout the entire period?

Note

• A basic calendar, which is used as a copy template for creating individual calendars, is supplied with the PLANTA software by default.

Create Individual Calendar

Procedure

• Insert a new record by clicking on the Insert button or by right-clicking and selecting Insert → Calendar
• Enter an ID and a name for the new calendar in the Calendar ID and Calendar fields.
  • In the Copy of: calendar field, the delivered basic calendar which is used as copy template is set by default. After further calendars have been created, they can be used as copy templates, too.
  • The Start and End period fields will be filled with default values, however, they can be changed afterwards.
• Save.
• Refresh the display in the module by clicking on the menu item symbol.
  • The newly created calendar and the corresponding periods are displayed.
• Expand the tree structure of the calendar week records and activate or deactivate the Work checkbox for each work day depending on your requirements.

Import German Holidays

Information

• It is possible to import holidays for German federal states from a web service into PLANTA.

Procedure

• For this purpose, select the required federal state for the required calendar from the listbox.
  • Right-click on the calendar and select the Import holidays command from the context menu.
  • The Work checkbox will be deactivated for the respective days.

Notes

• It is possible to import the holidays of several federal states to one calendar. In any case, the import must be carried out separately and successively for each federal state.
• After a calendar has been moved or updated, the holidays must be reimported.
• If the transfer fails due to SSL certificate problems, validation can be turned off via the global Deactivate SSL validation parameter in order to enable the import of holidays anyway.

Move/Refresh Calendar Period

Information

• Besides the option to edit the Start and End period fields manually you also have the option to move the calendar by several weeks.
• You can furthermore update the calendar in accordance with the values set globally.
• Both moving and refreshing can be used for the batch function to make sure that the calendar does not expire. However, possible individual settings in single periods will not be transferred and holidays must be imported again.

Move calendar by years/weeks

• To move a calendar, right-click on the move by years or move by weeks button.
• A query is displayed in which the number of years or weeks must be entered.
• Confirm the number by clicking on Move.
• The Start and End period will be moved by the selected number of years or weeks.

Update calendar

• To update a calendar, right-click on the Update calendar button.
• Confirm the dialog message with OK.
• The Start period will be set to one year in the past from today’s date and the End period will be set to four years in the ahead from today’s date. These values are PLANTA default values. They can be changed individually in the global Update calendar: Number of years into the past and Update calendar: Number of years into the future parameters.

Note

• After a calendar has been moved or updated, the holidays must be reimported.

Define Default Working Days (Only for MSP Export)

Note

• The settings are exclusively relevant when exporting to Microsoft Project.

Information

• By activating the corresponding checkbox in the Standard work days of the calendar area it is possible to specify which week days are working days. The setting made then applies to all weeks of the calendar by default.
• Only the deviations in the calendar for the defined standard work days are exported in order for the file size to be as small as possible.

Assign Calendar

Information

• In PLANTA project, calendars can be stored at different levels.
  • The calendar is stored in the System calendar (DT345) in the License and System Parameters module for the entire system.
  • For projects, the calendar is defined in the Calendar parameter (DT461). This parameter is not used in standard but can be integrated in the required modules in customized systems.
  • For links, the calendar will be entered in theTask calendar parameter (DT463) in the Schedule module.
  • For links, the calendar is entered in the Link calendar parameter (DT465) in the Schedule module.
  • For resources, the calendar is entered in the Calendar parameter (DT467) in the Resource Data Sheet module
    • The calendar assigned to the resources is used for the creation of resource periods. Some user modules refer to periods, others refer directly to the calendar. So you may experience different behaviors in modules, if, e.g., the calendar assigned to the resources has been changed after creating the resource periods.
    • If changes are made to the calendar afterwards, they do not have an effect on existing periods of the current resources but only on newly created periods. If you want changes to take effect on existing resource periods, you have to delete the periods of the respective resources which use the changed calendars and create them anew.

Delete Calendar

Procedure

• Right-click on the effect calendar and select the delete context menu command.
• Confirm the Do you really want to delete this calendar? dialog message with Yes.
• Save.

Note

• Upon deletion, it is checked whether the calendar is in use (in global variables, as system, task, link, or resource calendar).
  • If it is in use, it cannot be deleted. A respective dialog message with the specification of use will be displayed.